AIA
PFD

Alera Investment Advisors’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Alera Investment Advisors’s Portfolio PFD Stock Details PFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-300
Closed -$4K – 743
2019
Q1 		$4K Hold
300
– – ﹤0.01% 686
2018
Q4 		$3K Buy
+300
New +$3.67K ﹤0.01% 704

Other funds holding PFD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAS
Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Alera Investment Advisors's PFD Position: Q2 2019 in Review

Alera Investment Advisors sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q2 2019, closing a stake of 300 shares — an estimated $4K sold.

Alera Investment Advisors first reported a position in PFD in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 32 funds tracked by Wall St. Rank hold PFD as of Q2 2019.

  • Alera Investment Advisors reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 300 Flaherty & Crumrine Preferred and Income Fund shares in Q2 2019, an estimated $4K.
  • Alera Investment Advisors first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Flaherty & Crumrine Preferred and Income Fund position peaked at $4K in Q1 2019.
  • 32 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.